All Ords 7388 up 30 pts or 0.4%It was AKP’s turn to shine.Portfolio performancesThe Superfund portfolio gained 6.3% as follows:A 13.6% rise in Audio Pixels (AKP, $11.25 up $1.35, $329m, daily, hrly) added 5.8%. A 13.6% rise in Blue Star Helium (BNL, 2.5¢ up 0.3¢, $40m, daily, hrly) added 0.6%. A 7.6% rise in Animoca … Read more
All Ords 7358 down 17 pts or 0.2%MEI looks great, VMM looks greater albeit higher risk.Portfolio performancesThe Superfund portfolio rose 0.1%, taking the gain for the week to 0.8% and the return for the financial YTD to minus 11.7%. Movements today were as follows:A 8.6% rise in Viridis Mining (VMM, 95¢ up 7.5¢, $30m, daily, … Read more
All Ords 7375 down 87pts or 1.2%Go VMM! Catching up to MEI.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 24.1% rise in Viridis Mining (VMM, 87.5¢ up 17¢, $27m, daily, hrly, 10min) added 1.5%. A 0.4% rise in Alpha (A4N, $1.17 up 0.5¢, $1.03b, daily, hrly) added 0.1%. Animoca on Primary Markets ($0.80, $0.68/0.79, $1.5b) … Read more
All Ords 7457 down 60 pts or 0.7%I have a very painful right forearm which I think could be tendonitis caused by the repetitive action of operating the computer mouse. It’s been getting steadily worse over the last week or two, to the extent that computer work has become difficult. Might have to take a … Read more
All Ords 7517 down 9 pts or 0.1%Death by a thousand cuts.Portfolio transactionsThis morning the Superfund sold out of BOE at $3.91, making a reasonable profit on the $3.50 paid a couple of weeks ago. I just felt that the shares could retrace a bit in the short term (although that wasn’t the case today). … Read more
All Ords 7526 up 36 ptsLooking forward to VMM’s drilling program.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 13.8% rise in Viridis Mining (VMM, 62¢ up 7.5¢, $19m, daily, hrly) added 0.7%. A 9.2% rise in Boss Energy (BOE, $3.92 up 33¢, $1.4b, daily, hrly) added 0.3% Animoca on Primary Markets ($0.80, $0.66/0.80, $1.5b) closed … Read more
All Ords 7490 down 28 pts or 0.4%A quiet day after the hectic reporting season so had time to look at CXL.Portfolio performancesThe Superfund portfolio rose 1.2%, taking the loss for the week to minus 3.9% and the return for the financial YTD to minus 12.4%. Movements today were as follows:A 5.8% rise in Alpha … Read more
All Ords 7518 up 11 pts or 0.1%Big rises in A4N unrelated to its report, and in MEI and VMM following the release of some remarkable assays at Caldeira, were partly offset by a relatively small fall in AKP post its update which revealed a further delay in receipt of the G2 chips.Portfolio performancesThe Superfund … Read more
All Ords 7507 up 90 pts or 1.2%I can’t seem to win a trick. Bought more VMM yesterday, so of course today they fell 19%. And A4N has turned down in a big way. But at least BEZ rallied. And tomorrow could be a pivotal day for AKP, one way or the other.Portfolio performancesThe Superfund … Read more
All Ords 7416 up 51 pts or 0.7%Bought more VMM and completed the ADN spreadsheet. Both look very cheap to me but as you well know I am not infallible.Portfolio transactionsThis morning I purchased some more VMM at 65¢, adding 75% to the position and taking the holding to a weighting of 5.8%. The quid … Read more
All Ords 7366 up 33 pts or 0.5%I did not deal well with the ADN and EOS presentations, each being held at 1pm; I was switching from one to the other and in so doing probably missed the important parts of both. And to add insult to injury AKP fell heavily and smashed the portfolios … Read more
All Ords 7333 down 68 pts orContinued work on ADN.Portfolio transactionsToday I took advantage of today’s rally to sell out of PEK at 48¢, making small profit on the 42¢ paid earlier this month. I needed the money.Portfolio performancesThe Superfund portfolio rose 5.0%, taking the loss for the week to 4.5% and the return for … Read more
All Ords 7401 up 33 pts or 0.5%Another ordinary day for the portfolios. ADN was the one bright spot following release of the updated DFS.Portfolio transactionsJust for something totally different the Superfund bought into uranium miner BOE at $3.50 because I wanted exposure to uranium; the stock now accounts for 2% of the portfolio. Commissioning … Read more
All Ords 7368 up 21 pts or 0.3%Killed by Animoca. At least I am on my new computer.Portfolio performancesThe Superfund portfolio lost 1.9% as follows:A 12.0% rise in Blue Star Helium (BNL, 2.8¢ up 0.3¢, $44m, daily, hrly) added 0.6%. A 7.7% rise in Andromeda (ADN, 2.8¢ up 0.2¢, $87m, daily, hrly) added 0.3%. A … Read more
All Ords 7346 up 11 pts or 0.1%Yesterday was a disaster for the portfolios led by the weakness in AKP and A4N, so in a way I was glad I was missing from the action due to computer issues. I have both devices back now, but a couple of programs are not yet loaded onto … Read more
Unfortunately the data on my computer is being copied onto a new one, so I don’t have a computer tonight to do the usual report. Hopefully I will be back in business tomorrow.
All Ords 7366 up 2 pts onlyStronger close to the week.Portfolio transactionsI completed three transactions for the Superfund:The purchase order in PEK was filled at 42c with the stock now accounting for 2.5% of the portfolio. The number of PEK shares held is about 30% of the position held earlier this month before I sold … Read more
All Ords 7364 down 47 pts or 0.6%A sea of red today, again. We’re in the biggest correction since February.Portfolio transactionsI placed an order to buy back some Peak Rare Earth shares (PEK, 42c down 3.5c, $114m, daily) at 42c but managed to acquire just 1 share, in the after-market session.Portfolio performancesThe Superfund portfolio lost … Read more
All Ords 7412 down 109 pts or 1.4%Lost today what I gained yesterday, with AKP again the main feature.Portfolio performancesThe Superfund portfolio lost 5.7% as follows:A 3.6% rise in Andromeda (ADN, 2.9¢ up 0.1¢, $90m, daily, hrly) added 0.2%. A 4.7% rise in Viridis Mining (VMM, 67¢ up 3¢, $21m, daily, hrly) added 0.1%. Animoca … Read more
All Ords 7520 up 27 pts or 0.4%AKP was the highlight today.Portfolio performancesThe Superfund portfolio gained 5.8% as follows:A 12.8% rise in Audio Pixels (AKP, $12.39 up $1.41, $362m, wkly, daily, hrly) added 5.6%. A 2.2% rise in Meteoric Resources (MEI, 23¢ up 0.5¢, $446m, daily, hrly) added 0.1%. A 2.4% rise in Besra Gold … Read more
All Ords 7493 down 61 pts or 0.8%The end of the road for PET?Portfolio transactionsThis morning the Superfund paid 68c to buy back about half of the VMM it sold last week at 65c. The repurchase followed the break of downtrend on Friday and initial market interest this morning when VMM announced the acquisition of … Read more
All Ords 7554 down 14 pts or 0.2%For some reason the portfolios were a sea of green today. Not complaining.Portfolio performancesThe Superfund portfolio rose 3.1%, taking the gain for the week to 1.8% and the return for the financial YTD to minus 6.4%. Movements today were as follows:A 3.9% rise in Audio Pixels (AKP, $10.70 … Read more
All Ords 7569 up 25 pts or 0.3%PET trading halt had my attention today.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 23.8% rise in Animoca on Primary Markets ($0.99 up 19¢, $0.80/0.99, $1.8b) added 1.7%. A 1.8% rse in Alpha (A4N, $1.12 up 2¢, $m, daily, hrly) added 0.2%. Andromeda (ADN, 2.7¢, $m, daily, hrly) … Read more
All Ords 7543 up 24 pts orPEK gets its offtake agreement but it was not enough to move the shares significantly.Portfolio transactionsThis morning the Superfund: sold out of PEK at 51.3c, making a tiny profit on the 50.8c paid earlier this year, and sold out of VMM at 65c, making a good profit on the … Read more
All Ords 7520 pts evenQuiet day, waiting for PEK announcement.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 3.7% rise in Blue Star Helium (BNL, 2.8¢ up 0.1¢, $44m, daily, hrly) added 0.2%. A 3.7% rise in Andromeda (ADN, 2.8¢ up 0.1¢, $87m, daily, hrly) added 0.2%. Animoca on Primary Markets ($0.80, $0.75/0.85, $1.5b) last traded … Read more
All Ords 7520 down 16 pts or 0.2%VMM again the star.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 20.0% rise in Viridis (VMM, 72¢ up 12¢, $22m or $47m diluted, daily, hrly, 10min) added 1.1%. An 11.1% rise in Meteoric Resources (MEI, 25¢ up 2.5¢, $485m, daily, hrly) added 0.5%. Animoca (on Primary Markets $0.80, … Read more
All Ords 7536 up 14 pts or 0.2%Killed by AKP, rescued in part by VMM.Portfolio performancesThe Superfund portfolio fell 1.4%, taking the loss for the week to 5.3% and the return for the financial YTD to minus 81%. Movements today were as follows:A 30.4% rise in Viridis (VMM, 60¢ up 14¢, $19m or $39m fully … Read more
All Ords 7522 down 46 pts or 0.6%Looks like I could have timed the purchase of VMM better.Been having trouble wth a sticky laptop keyboard, which explains any typoos you might notice. New cmputer is ordered.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 3.6% rise in Blue Star Helium (BNL, 2.9¢ up 0.1¢, $46m, daily, … Read more
All Ords 7568 down 95 pts or 1.2%Gingering up the ionic adsorption clay REO exposure in Brazil.Portfolio transactionsThs morning the Superfund sold half of its MEI holding at an average of 22.7c, making a small profit on the 15.5c paid in April, and with the proceeds bought into VMM at a average of 51.25c. Each … Read more
All Ords 7664 up 42 pts or 0.5%The fall in AKP to the bottom of its recent trading range was by far the main influence today.Portfolio performancesThe Superfund portfolio lost 4.3% as follows:A 4.6% rise in Meteoric Resources (MEI, 22.5¢ up 1¢, $437m, daily, hrly) addedd 0.4%. A 4.0% rise in Alpha (A4N, $1.16 up … Read more